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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

665 hedge funds and large institutions have $5.38B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2023 Q2 according to their latest regulatory filings, with 218 funds opening new positions, 290 increasing their positions, 121 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
665
Holders Change
+188
Holders Change %
+39.41%
% of All Funds
10.49%
Holding in Top 10
48
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+23.08%
% of All Funds
0.76%
New
218
Increased
290
Reduced
121
Closed
24
Calls
$1.06M
Puts
$171K
Net Calls
+$886K
Net Calls Change
+$103K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$165M
2
LPL Financial
2
LPL Financial
California
$596M
3
Bank of America
3
Bank of America
North Carolina
$114M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$58.2M
5
Financial Engines Advisors
5
Financial Engines Advisors
California
$766M

Top Sellers

1
WAP
1
Wealthcare Advisory Partners
Pennsylvania
$36.8M
2
M1FG
2
Mach-1 Financial Group
Arkansas
$0
3
LFPWM
3
Leicht Financial Planning & Wealth Management
New Jersey
$10.5M
4
AssetMark Inc
4
AssetMark Inc
California
$29.1M
5
MCC
5
Money Concepts Capital
Florida
$366K
Name Holding Trade Value Shares
Change 		Shares
Change %
VAF
326
Values Added Financial
District of Columbia
$744K +$744K +19,144 New
FMN
327
Financial Management Network
California
$738K -$88.4K -2,261 -11%
SAG
328
SageView Advisory Group
California
$738K +$738K +19,008 New
MFA
329
McClarren Financial Advisors
Pennsylvania
$735K +$10.2K +264 +1%
JCM
330
Jacobi Capital Management
Pennsylvania
$733K +$733K +18,872 New
RSA
331
River Street Advisors
Illinois
$731K +$19.7K +506 +3%
SF
332
Safeguard Financial
Wisconsin
$729K – – –
QWM
333
QP Wealth Management
New Jersey
$723K +$32K +823 +5%
DI
334
DFPG Investments
Utah
$722K +$46.8K +1,151 +7%
CWM
335
Collaborative Wealth Management
Florida
$719K -$220K -5,654 -23%
CAG
336
Csenge Advisory Group
Florida
$717K -$118K -3,043 -14%
HAC
337
Harbor Advisory Corp
New Hampshire
$710K +$710K +18,288 New
FT
338
Fiduciary Trust
Massachusetts
$705K +$705K +18,163 New
PWG
339
Portside Wealth Group
Utah
$703K +$703K +18,104 New
PIAS
340
PCA Investment Advisory Services
Ohio
$701K +$701K +18,051 New
BCA
341
Bay Colony Advisors
Massachusetts
$698K +$698K +17,975 New
BFEC
342
Benjamin F. Edwards & Company
Missouri
$696K +$696K +17,917 New
GBT
343
Grove Bank & Trust
Florida
$694K +$694K +17,859 New
WMR
344
Wealth Management Resources
Rhode Island
$688K +$68.6K +1,767 +11%
MI
345
Moneywise Inc
Virginia
$674K -$174K -4,475 -21%
BFA
346
Bill Few Associates
Pennsylvania
$671K +$671K +17,287 New
T
347
TRUADVICE
Florida
$670K +$77.4K +1,943 +13%
RIA
348
Realta Investment Advisors
Delaware
$668K +$432K +11,134 +183%
LSAG
349
Lake Street Advisors Group
New Hampshire
$661K +$3.22K +83 +0.5%
BC
350
Brio Consultants
California
$657K -$77.5K -1,996 -11%
12 13
14
15 16